DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 136335
WEST HARTFORD, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BURNS, TIMOTHY, CLIFFORD | PRESIDENT, CIO, CCO | E | yes | 08/2016 | Mar 21, 2012 | Mar 2, 2018 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Mar 2, 2018 | n/a | n/a | 2 | 1 | 0 | n/a | n/a |
| 2016 | Mar 6, 2017 | $575,782 | $575,782 | 2 | 1 | n/a | n/a | n/a |
| 2015 | Mar 15, 2016 | $1.0M | $1.0M | 2 | 2 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $1.0M | $1.0M | 2 | 2 | n/a | n/a | n/a |
| 2013 | Mar 21, 2014 | $929,660 | $929,660 | 2 | 2 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $700,360 | $700,360 | 2 | 2 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $589,947 | $589,947 | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | n/a | $575,782 | n/a | $1.0M | n/a | 2 | 2 | 0 | n/a |